Rentier

Archive List for FIRE

10-K FY18

Key Points My net investable assets increased to $1,124,103. The IRR for the trailing 12 months (TTM) decreased to 5.97%. Forecasting litigation outcomes with much precision is impossible. Asset Allocation Net Investable Assets: $1,129,692 Account 2017Q4 2018Q4 Change Cash $34,021 $25,261 $8,760 Brokerage $90,258 $145,893 $55,635 LendingClub $31,977 $13,139 $18,838 Direct Lending Income Fund $134,614 […]

10-K FY17

Key Points My net investable assets increased to $894,549. The IRR for the trailing 12 months (TTM) increased to 15.24%. I put all eggs in the right basket. No diversification needed. Asset Allocation Net Investable Assets: $894,549 Account 2016Q4 2017Q4 Change Cash $31,248 $34,021 $2,773 Brokerage $38,839 $90,258 $51,419 LendingClub $43,878 $31,977 $11,901 Direct Lending […]

Personal Finance

FIRE FIRE is an acronym for Fuck It, Relax and Enjoy. I do not have a specific target for net investable assets (NIA) to declare FIRE as there are certain things that I personally wish to accomplish before leaving my corporate job. I expect to work until my late 40s. My NIA will likely reach […]

Portfolio

Alternative Asset Allocation by Platform Weighted Average Return on Alternative Assets by Platform Lending Club performance has declined significantly due to a highly aggressive liquidation in 2016. LexShares return streams are extremely lumpy. They include periods with little or no money coming in and periods with significant inflows of cash as cases get settled. LexShares […]

10-K FY16

Key Points My net investable assets increased to $651,747. The IRR for the trailing 12 months (TTM) decreased to 7.98%. I added commercial real estate (CRE) investments to my portfolio. Asset Allocation Net Investable Assets: $651,747 Account 2015Q4 2016Q4 Change Cash $10,081 $31,248 $21,167 Brokerage $29,921 $38,839 $8,918 LendingClub $177,860 $43,878 $133,982 Direct Lending Income […]

10-K FY15

Key Points My net investable assets increased to $530,141. The IRR for the trailing 12 months (TTM) increased to 9.56%. I made large profits from trading crude oil futures. My asset allocation is heavily concentrated in DLI Fund. Asset Allocation Net Investable Assets: $530,141 Account 2014Q4 2015Q4 Change Cash $52,197 $10,081 $42,116 Brokerage $2,814 $29,921 […]